QK 2013 Budget Setup Screen - can't see the subcategories in the list

  • 0
  • 1
  • Question
  • Updated 5 years ago
Archived and Closed

This conversation is no longer open for comments or replies and is no longer visible to community members. The community moderator provided the following reason for archiving: Old posts

In the budget setup screen (Planning-Budget-Annual View) - any way to have the category display on the left show only the deepest subcategory?

For a category like:

"Personal Income:Other Personal Income:After-tax Sales",

I am seeing only "Personal Income:Other Personal Income......" where the final subcategory, the important one, is cut off. Of course, I have several subcategories under "Other Personal Income", so all I see is the "Personal Income:Other Personal Income...." 5 times, with no way to see what the actual (3rd level) subcategories are.

There seems no way to see them in that screen. They don't even display by mousing over, and I can't resize the column larger. Any fix?? Or any way to right-justify the category display, and cut off the beginning, not the end?

(Quicken H&B 2013 )
Photo of Joseph Witkin

Joseph Witkin

  • 458 Points 250 badge 2x thumb

Posted 5 years ago

  • 0
  • 1
Photo of dbAnalyst

dbAnalyst

  • 41,966 Points 20k badge 2x thumb
The basic problem is that the total path of your full category name is TOO long.  There's no remedy until you shorten things up.

BTW, based upon the "Corporate Expenses" notation in your 1st sub-cat, it appears that you actually need Quickbooks, rather than H&B.
Home & Business is intended for users where the person(s) and the business are a single tax entity... where moving money from your business pocket to your personal pocket is, for tax purposes, a non-event.

H&B is really inadequate for the needs of even the smallest corporation.
db
Photo of Howard Roark

Howard Roark, SuperUser

  • 700,442 Points 100k badge 2x thumb
In Quicken, when you see ellipsis, you can typically hover your cursor on the text containing the ellipsis and see the full text. For some reason, that does not seem to work in the Q2013 budget.

But if you include the parent categories for the displayed subcategories, in the budget, you'll have a much better chance of seeing a clearer picture of what the budget row is for: Quicken should then present the category/subcategory relationships in the same manner it does in the Category List.
Photo of Joseph Witkin

Joseph Witkin

  • 458 Points 250 badge 2x thumb
That works! Thank you.
Photo of Joseph Witkin

Joseph Witkin

  • 458 Points 250 badge 2x thumb
Well... I have used Quicken since Managing Your Money went out of business - must be well over 10 years - and Quicken has served me very well - and still does. I ran QuickBooks in parallel for my medical corporation for a while, but there was no advantage. Actually, the answer below solved the problem adequately for me. Quicken has limitations, but it is quite capable and adaptable. My category list has also been evolving for over 10 years...and Quicken generally handles it fine. Thanks.

This conversation is no longer open for comments or replies.